Myakka City Estate Planning Lawyer, Florida

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David Agee
About | Practice Areas
Reid & Agee, PLLC
3633 26Th St W Bradenton, FL 34205» view map
Estate Law
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At Reid & Agee, PLLC, we are a new kind of law firm for a changing world. We are consistent, patient and professional, giving each new client the attention they deserve.

800-736-1091
1. David Agee Bradenton, FL
  Attorney at Law- FL, 2004
  Santa Clara University, J.D. 2003
2. AboutReid & Agee, PLLC
  Where you need to be
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Elizabeth A. Walch

Condominiums, Trusts, Estate Planning, Family Law

Status: In Good Standing

CONTACT

551 N. Cattleman Road, Sarasota, FL 34232

Robert Maurice Johnson

Commercial Real Estate, Estate Planning, Elder Law, Business & Trade

Status: In Good Standing

CONTACT

1 N Tuttle Ave, Sarasota, FL 34237

Mary Alice Jackson

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 33 Years

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

William Lee Mcginness

Tax, International Tax, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1800 2Nd St, Sarasota, FL 34236

David S Band

Tax, Real Estate, Wills & Probate, Estate Planning

Status: In Good Standing Licensed: 60 Years

CONTACT

2070 Ringling Blvd, Sarasota, FL 34237

Jay Edgar Baily

Federal Appellate Practice, Elder Law, Estate Planning, Guardianships & Conservatorships

Status: In Good Standing Licensed: 37 Years

CONTACT

46 N Washington Blvd, Sarasota, FL 34236

Alice Schow Bowman

Commercial Real Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

CONTACT

1800 2Nd St, Sarasota, FL 34236

Richard Quintin Lewis

Tax, Wills, Estate Planning, Corporate

Status: In Good Standing Licensed: 22 Years

CONTACT

240 South Pineapple Avenue, Sarasota, FL 34236

Eugene Ellis Waldron

Estate Planning, Business, Commercial Real Estate, Wills & Probate

Status: In Good Standing

CONTACT

124 North Brevard Avenue, Arcadia, FL 34266

James Christian Clark

Trusts, Estate Planning, Business & Trade, Contract

Status: In Good Standing Licensed: 59 Years

CONTACT

1405 Ladue Ln, Sarasota, FL 34231

800-923-0641

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LEGAL TERMS

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

FAMILY POT TRUST

See pot trust.

PROBATE COURT

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate cour... (more...)

A specialized court or division of a state trial court that considers only cases concerning the distribution of deceased persons' estate. Called 'surrogate court' in New York and several other states, this court normally examines the authenticity of a will -- or if a person dies intestate, figures out who receives her property under state law. It then oversees a procedure to pay the deceased person's debts and to distribute her assets to the proper inheritors. See probate.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

EXEMPTION TRUST

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth m... (more...)

A bypass trust funded with an amount no larger than the personal federal estate tax exemption in the year of death. If the trust grantor leaves property worth more than that amount, it usually goes to the surviving spouse. The trust property passes free from estate tax because of the personal exemption, and the rest is shielded from tax under the surviving spouse's marital deduction.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

BYPASS TRUST

A trust designed to lessen a family's overall estate tax liability. An AB trust is the most popular kind of bypass trust.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

SAMPLE LEGAL CASES

Brundage v. Bank of America

... disputed transfers from the trust. Dorothy Gutsgell and her husband, who had no children of their own, executed a series of estate planning documents, using the law firm of Ruden McClosky for their planning. In 1992 Dorothy, as ...

Yang Enterprises, Inc. v. Georgalis

... Petitioners filed suit against Respondent for trade secret theft, tortious interference with a business relationship, and trade libel. In 1999, Petitioners retained Anthony Palma, an attorney in Broad and Cassel's Orlando office, for estate planning services. ...

Wheeler v. Powers

... In 2000, Dorothy L. Powers and her husband, Albert Powers, retained Kenneth B. Wheeler, an estates and trust attorney, to prepare estate planning documents. ... [1]. On December 20, 2004, Dorothy created several new estate planning documents through a different attorney. ...

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Myakka City Estate Planning Lawyer, Florida

Sponsored Law Firm

Reid & Agee, PLLC

SPONSORED LAWYERS

Elizabeth A. Walch

Robert Maurice Johnson

Mary Alice Jackson

William Lee Mcginness

David S Band

Jay Edgar Baily

Alice Schow Bowman

Richard Quintin Lewis

Eugene Ellis Waldron

James Christian Clark

TIPS

LEGAL TERMS

PERSONAL PROPERTY

FAMILY POT TRUST

PROBATE COURT

PROBATE

EXEMPTION TRUST

PROPERTY CONTROL TRUST

DEVISEE

BYPASS TRUST

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

SAMPLE LEGAL CASES

Brundage v. Bank of America

Yang Enterprises, Inc. v. Georgalis

Wheeler v. Powers

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